Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹17.7438
+0.41%
(19 Aug)
AUM
3,391 Cr
TER
0.63%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.3%
+5.3%
+4.4%
+4.4%
+1.0%
+0.5%
3Y
+19.9%
+19.9%
+18.2%
+18.2%
+14.4%
+12.4%
5Y
+24.9%
+24.9%
+22.1%
+22.1%
+18.6%
NA
ALL
+16.3%
+16.3%
+15.7%
+15.7%
+13.1%
+17.8%
VOL
17.9%
17.9%
16.3%
16.3%
-
14.4%
TER
0.7%
0.7%
0.8%
0.8%
-
0.6%
AUM
₹44,165 Cr
₹44,165 Cr
₹71,788 Cr
₹71,788 Cr
-
₹3,391 Cr
INFO
0.91
0.91
0.96
0.96
-
1.23
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
ICICI Bank Ltd
9.5%
HDFC Bank Ltd
9.5%
Bharti Airtel Ltd
5.5%
Infosys Ltd
4.7%
Treps
4.6%
Reliance Industries Ltd
4.1%
Dr Reddy's Laboratories Ltd
3.8%
Sun Pharmaceuticals Industries Ltd
3.3%
Avenue Supermarts Ltd
3.3%
Bharat Petroleum Corp Ltd
3.3%
Top industry exposure
Financial Services
34.1%
Consumer Cyclical
9.8%
Energy
9.3%
Technology
8.6%
Healthcare
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
34%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs